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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,241 | $29,736+62.2% | $56,033-13.9% | $80,935-40.4% |
| Participation rate | 16.4% | 41.7%-25.3pp | 52.5%-36.1pp | 67.7%-51.3pp |
| Annual return | 21.07% | 35.28%-14.2pp | 1711.38%-1690.3pp | 35.66%-14.6pp |
| Employer contribution / active EE | $479 | $671-28.6% | $1,041-54.0% | $2,757-82.6% |
| Participant deferral / active EE | $1,173 | $1,228-4.5% | $1,954-39.9% | $4,299-72.7% |
| Admin fee / account holder | $40 | $2,434-98.4% | $2,827-98.6% | $6,924-99.4% |